How to Get a New Client Live on Social Media
To get a new client live, create their workspace, fill in the brand, connect the accounts, generate the first topics in Niche Radar, review the posts and schedule them. The time depends on the briefing and the client's replies. In Pubblish, nothing is published without your approval.
Part of the guide: Pubblish for Agencies and Social Media Managers
Facts you can check
- 10 accounts in total — Connected accounts are counted across all workspaces in the account, not per client. Pubblish plans
- R$ 25/month — Each extra connected account on the Agency plan costs R$ 25 per month. Pubblish plans
- 10 contas · 8.000 créditos/mês · conta extra R$ 25/mês — The Agency plan includes 10 connected social accounts and 8,000 AI credits per month. Pubblish plans
- 3 roles — In each workspace, people can have the role of Administrator, Member or Viewer. Pubblish plans
- 10 items — An Instagram carousel published through the official API accepts up to 10 items, including images and videos. Meta: Instagram content publishing
- 2 AI uses — mLabs describes AI that generates captions with variations for each social network, based on the brand's tone of voice and the post topic, and gives performance insights. mLabs: artificial intelligence
- 5, 20 and 35 credits — Metricool's AI assistant has 5 credits per brand per month on Free, 20 on Starter and 35 on Advanced. Metricool: pricing
01 · Guide
What are the steps to get a new client live?
- 1Do the briefing: what the client sells, to whom, on which networks, what cannot be said and what they have already published.
- 2Create the client's workspace in Pubblish.
- 3Fill in the brand: description, color, logo and website, so Brand DNA reflects the client.
- 4Connect the social accounts and check that the total accounts across your portfolio stay within the plan's 10.
- 5Use Niche Radar to gather topics, references and formats from the niche.
- 6Generate the first posts, review them and ask for the client's approval.
- 7Schedule on the client's calendar and agree on a date to review the first results.
02 · Guide
What should I gather before starting?
- Business description, audience and the goal of the social accounts.
- Logo, colors and examples of posts the client likes.
- Industry rules and banned topics.
- Access to the accounts that will be connected.
03 · Guide
How long does it take to get the client live?
The time depends on the quality of the briefing and how quickly the client approves, and no deadline is promised. Setting up the brand and the first posts in Pubblish is quick when the information is ready; what usually causes delays is the client's reply.
04 · Guide
What are the common mistakes when taking on a new client?
- Starting to create without a briefing and losing time redoing work.
- Connecting the client's accounts and using up the plan's limit of 10 accounts.
- Not agreeing on who approves the posts and how fast.
- Publishing the first posts without a review round.
05 · Guide
How does Pubblish help at the start of a client?
Pubblish learns the client's brand, researches the niche and turns what matters into a first batch of original content for you to review. Each team member can have the role of Administrator, Member or Viewer in the client's workspace.
Frequently asked questions
Do I need to create a new workspace for each client?
It is how you keep the client's brand, accounts and posts apart from the others. Each workspace has its own Brand DNA.
What do I do if my portfolio goes over 10 accounts?
Add extra accounts, which cost R$ 25 per month each on the Agency plan.
Can I publish the first post without the client's approval?
You decide the flow with the client. In Pubblish, nothing is published without your approval, and we recommend agreeing on the client's approval in writing.
When does the AI start creating the client's posts?
Once the brand is set up, Pubblish can already generate the first posts. Review the result and adjust the brand when the text or the visuals do not represent the client.